Published December 10 2025
Agent Name
Product Knowledge Agent
Built with
Copilot Studio
Industry
Universal
Deployed to
N/A - acts autonomously
For Day 9 of our 12 Days of Agents, we’re highlighting a solution that acts as the ultimate “co-pilot” for compliance teams. The Safety Certificate Compliance Agent is an AI-powered tool designed to support the manual review process for critical safety documentation.
Rather than replacing the human reviewer, it acts as a vigilant second pair of eyes, scanning every incoming submission against official templates and instantly alerting officers to potential discrepancies. It runs securely within Microsoft 365, ensuring that when a human opens a file, they already know exactly what to look for.
Challenge
Some of us all know too well the fatigue that sets in when you have to manually check hundreds of nearly identical documents. You are looking for a needle in a haystack, a missing signature on page 4, a mismatched date, or an outdated form version.
For safety officers, this review is mandatory; they cannot skip it because public safety is on the line. However, the sheer volume of paperwork creates a “cognitive load” problem. When you spend your day hunting for basic administrative errors, it becomes harder to focus on the complex, qualitative parts of the review. The risk isn’t just that the process is slow; it’s that valid errors might slip through simply because the human eye gets tired.
How a Certificate Compliance Agent solves these problems
This Agent solves the problem of “unassisted review.” It introduces an automated pre-validation layer that takes place the moment a certificate hits the inbox.
Instead of a reviewer opening a document cold and starting from scratch, the Agent has already done the groundwork, by acting acting as an intelligent pre-processing layer:
- The trigger: When a new submission arrives via the web portal and lands in the central email inbox, the Agent wakes up.
- The cross-check: It analyses the attached Compliance Certificate PDF and compares it against the metadata provided in the email body. It asks critical questions like: Does the property address in the PDF match the portal record? Is the correct form template being used?
- The analysis: It scans the document for specific compliance markers, such as valid signatures and mandatory data fields.
- The alert: If discrepancies are found, the Agent flags the submission as “Non-Compliant” and highlights the specific error (e.g., “Address mismatch” or “Missing Signature”). This is emailed directly to the responsible officer via Outlook.
This process means the human stays in the loop as the final decision-maker, but they are no longer starting with a blank slate.
*Illustration purposes only
Expected outcomes
Like what you see?
At Engage Squared, we understand that the best solutions are the ones that make life easier. If you’re interested in how Copilot agents can transform your teams workflows, book a call with one of our AI experts today.
